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Value After Hours S04 E13: Graham's Take on Book Value, 10-2 Treasury Inversion, and Infinity

The Acquirers Podcast

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The Thesis for Metter Is Pretty Simple

Bybacks distribute cash back to shareholders even though they're inefficient. It's also a good signal, like if theyr doing it at a discap that we were slightly missing jaksirjacks. The the thesis for metter is pretty simple: fundamentally, quantitatively, it's mispriced. And i don't know whether what the future holds for it. Ye, the reservations that you've expressed may very well be the end for formeta.

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